Completion Pack
for the Chartered Management Institute
Level 5 Certificate in Management and
Leadership
Creating a Personal Development Plan
An accreditation opportunity linked to
the
TA Commissioning Course
20130914 TACC/CMI completion pack (v9) SO2TrgSpt-U
1
Contact points:
Royal Military Academy, Sandhurst
Reserves Wing
Academy HQ
RMAS
Camberley
Surrey
GU15 4PQ
Phone: 01276 412031 (office hours)
Email: rmas-hq-res-so2trgspt@mod.uk
Chartered Management Institute
Membership Department
CMI
Management House
Cottingham Road
Corby
Northamptonshire
NN17 1TT
Phone: 01536 207481 (office hours)
Email: mod@managers.org.uk
20130914 TACC/CMI completion pack (v9) SO2TrgSpt-U
2
Completing the requirements for CMI accreditation
Accreditation opportunities are identified through the process of mapping the training
objectives and the content of military training to the learning outcomes specified in civilian
qualifications. The TA Commissioning Course (TACC) has been successfully mapped to the
Level 5 Certificate in Management and Leadership awarded by the Chartered
Management Institute (CMI), with one exception. To be eligible for the Certificate, you must
successfully achieve all the learning outcomes within the qualification specification, so there
remains one outcome which requires some additional activity.
One learning outcome not covered in the TACC is the requirement that you are able to
assess and plan your personal and professional development by producing a personal
development plan (PDP) with challenging but achievable goals. Officer Cadets attending
the Regular Commissioning Course, who are also eligible for the CMI accreditation, complete
a self-development journal as an integral part of the Regular course. Because of the
pressure on time during the TA course this requirement cannot be met and therefore
represents a gap between TACC and the requirements of the civilian qualification.
It should be stressed that the activity outlined in this pack – the creation of a PDP reflecting
your military leadership development – is required only if you wish to take up the CMI
accreditation; it does not form part of the TACC and is not a mandatory requirement to gain
your Commission.
This pack is intended to provide a concise guide to creating a PDP that meets the
requirements of the CMI qualification. It is not a complete manual on the subject! You may
well already use similar strategies in your civilian job and, if so, use your civilian experience
to inform your thinking about your development as an Officer. If you haven’t considered a
PDP in your civilian career, then you might want to think about using this strategy.
What is a Personal Development Plan?
The aim of creating a personal development plan is to document a process of self-analysis,
personal reflection and honest appraisal of your strengths and weaknesses. This should
enable you to evaluate the value of the leadership and management training you have
received during the TACC, and to consider your future leadership development.
What do I need to do?
An example of a PDP that meets the CMI requirements is included later in this pack, and
should be read in conjunction with the requirements outlined below. This task is relatively
short, succinct and designed to be helpful in evaluating your leadership development. It
enables you to reflect upon your recent experience and to focus on the next stage of your
training. Creating your PDP has four stages – you complete the first three and the fourth
stage is completed by your superior officer or first reporting officer (1RO):
a.
Stage 1 – Personal Analysis. The first stage is designed to analyse your strengths
and weaknesses. You will be able to draw heavily upon your Module 3, 4, and 5 reports
(which are structured to provide you with sufficient evidence) and add the outcomes of these
reports to your personal reflection. These are supplemented by the perceived opportunities
that will have been derived from the course and any threats to your continued success.
b.
Stage 2 – Setting Goals. This involves setting new and clearly definable goals for
yourself which are measurable. The example PDP provides clear guidance on identifying
20130914 TACC/CMI completion pack (v9) SO2TrgSpt-U
3
these. You will need to consult your immediate superior (your first reporting officer – 1RO)
and it should be relatively straightforward, as setting goals forms an integral part of the
Army’s performance appraisal scheme (the Officer’s Joint Appraisal and Report or OJAR).
c.
Stage 3 – Personal Objectives. This stage involves setting out your personal
objectives as a young officer, as you gain experience. These can also be set in context
within your civilian employment as shown in the example, which will be helpful in reinforcing
its value to CMI.
d.
Stage 4 – Reporting Officer’s Comments. You should discus and agree your PDP
with the superior officer to whom you report (your 1st Reporting Officer or 1RO) and ask
them to comment on your PDP in a similar manner to how they will report on you for your
annual appraisal report (OJAR).
Applying for your CMI accreditation
It is recommended that you create your PDP as soon as possible after Commissioning, while
the experience of your officer training is relatively recent in your memory. Your PDP must be
created in the format approved by CMI and used for the example PDP in this pack. The font
is 10 point Arial. A Microsoft Word file of the PDP format can be downloaded from ArmyNET
(from the main menu, click on ‘Education’ then ‘D Ed Cap’ and then ‘Accreditation’ and the
‘TACC CMI PDP’ is on the right of the page).
After ensuring that all four stages of the PDP have been completed and that it has been
signed by your 1RO you should retain a copy of it and send the original to Reserves Wing at
RMAS (contact details are at the front of this pack), together with the CMI registration form
that is part of this completion pack.
You must send these two documents to RMAS together, as applications which are
incomplete will be returned. If you have questions to ask or issues to discuss about creating
a PDP, you should be able to obtain guidance from your 1RO. You can also contact
Reserves Wing at RMAS who will be able to refer you to an appropriate officer who is familiar
with the PDP process and can provide impartial guidance.
What happens next?
When your PDP and registration form is received by Reserves Wing at RMAS, your PDP will
be checked to ensure that it meets the required format. It will then be sent to a CMI
examiner for assessment. Once it has been confirmed that your PDP meets CMI’s
requirements your registration for the Level 5 Certificate in Management and Leadership will
be approved by CMI. You should expect to receive the Certificate direct from CMI within 8
weeks of receipt of your PDP at RMAS.
You may wish to share your military PDP with your civilian employer as evidence of the
leadership and management development you have experienced during your training to
become an Officer in the TA.
20130914 TACC/CMI completion pack (v9) SO2TrgSpt-U
4
Example of a Personal Development Plan
2Lt A is a 25 year old graduate working for a well-known mobile telecommunications
company. He is 2 years into their graduate recruitment programme. He joined the TA as an
infantry soldier while at university and transferred to his current unit following graduation.
After a year he was encouraged to enter officer training with an OTC. On commissioning he
rejoined his unit as a platoon commander and completed his Post Commissioning Training
with his OTC.
His employer is supportive of the TA and has been reasonably flexible and supportive in
making allowances for the additional time off work to complete all the training modules.
Once properly qualified and with more experience, he is keen to deploy on an operational
tour to Afghanistan with his affiliated regular Battalion.
The example PDP is set out over the following pages…
20130914 TACC/CMI completion pack (v9) SO2TrgSpt-U
5
PERSONAL DEVELOPMENT PLAN (EXAMPLE)
Name: 2Lt A
Unit:
OTC:
Date Personal Development Plan Completed:
Part 1 – Personal Analysis
Before setting you short medium and long term personal development plans, you should conduct a personal analysis: Eg - What are my strengths
and weaknesses? What external opportunities or threats might affect any plans I might make?
Strengths
Areas for further development
My personal administration in the field and
navigational skills are good and my military knowledge
is generally sound for my level of training.
It was difficult to maintain the work/life balance and
maintain my physical fitness standards at RMAS. As a
result I struggled with some physical aspects of the
course.
I gained confidence from proving that I could cope with
the pressures of the RMAS course, even with sleep
depravation. I was assessed to be composed in command
at Sandhurst and provided clear direction.
Having the opportunity to lead a team over an extended
period of time, I demonstrated that I have the ability to
provide clear direction and manage people to achieve
specific tasks whilst under pressure.
Opportunities
Demonstrate to my employer that I have had both
structured management and leadership training and
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
I need to take more time in planning a task
thoroughly before briefing my subordinates. ie provide
the solution not present the problem. My
understanding of the estimate planning process is
still superficial in places and requires more detail.
In order to build my confidence in command I need
more experience of team management in different
scenarios
Threats
Balance work and personal commitments.
6
experience of leading teams to achieve specific tasks.
Also to highlight that I have been exposed to a more
structured approach to analysing problems which will
assist me in providing clear solutions will be of value to
the quality of my work for the company I work for.
This activity provides a space for renewal in a hectic
business environment to achieve a better work life
balance allowing me to be refreshed and more focused
at work.
I can call on the support of the Battalion officers and
NCOs to assist my personal development.
The Army formal annual appraisal process will provide a
source of guaranteed feedback.
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
7
Part 2 – Setting Goals
What do I want to
learn?
Greater depth of
knowledge of
command in the
field and in
barracks.
What do I have to do?
Complete Post Commissioning
(4 weekends) Training and
Young Officers (YOs) Course (2
weeks).
Get to know my platoon and
build their confidence and
trust in me.
Widen my
understanding of
officership.
Identify key training
opportunities in the Battalion
Forecast of Event and deconflict with work and social
life. Because of YOs course I
may not be able to attend all
of annual camp.
Learn from the more
experienced officers in the
Battalion. Gain their
friendship and trust.
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
What support and
resources will I need?
1. Regional
Training Centre
and YO Course
Directing Staff.
2. Finding 2
weeks for the
Infantry Pl Comds
course will be a
challenge.
Advice from my
Company
Commander,
Platoon Sergeant
and Section
Commanders.
I will need to
discuss and agree
my priorities with
my OC.
How will I measure success?
Target date
for review?
Post 31
Mar
report
1. Prioritisation of goals
forms part of my appraisal
process.
2. Ensure that I have
attended all the agreed
high priority training.
Post 31
Mar
report
Battalion Officers.
Company Commander’s
mentoring and
performance appraisal.
Post 31
Mar
report
1. Regional Training
Centre Courses Assessment.
2. YO Course Assessment
report.
3. Commander’s appraisal
report (OJAR) including
mid-term appraisal will
assess performance and
potential.
1. Formal and informal
Post 31
feedback from my
Mar
Company Commander and report
Platoon Sergeant.
2. Self-appraisal.
8
Improve my
personal fitness.
Achieve core
military skills.
Build confidence
in command/
management.
Improve
planning/
decision-making
skills.
Allocate specific evenings
during the week for fitness
training and allocate time at
weekends.
Develop personal fitness
programme to improve fitness
and stamina.
Complete mandatory tests
(MATTs)
Volunteer to lead ad-hoc cross
functional projects to build
credibility and experience as a
leader
Gain further experience of
estimate and orders process.
Advice from the
unit PTIs.
Line manager
Use training
opportunities and
revision.
Improved fitness levels will
be self-evident.
Improved Personal Fitness
Test score.
Pass Combat Fitness Test
with ease.
Quarterly
Secure Annual Bounty
Award.
Feedback from the team
and the project sponsor.
31 Mar
annually
End of
the
project
Biannually
Annual
Good YOs course report.
Use this in a working
environment to speed up and
improve complex decision
making
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
9
Part 3 – Personal Objectives
Short Term Goals (next 12 months)
Complete Post Commissioning Training and Young Officers Course in order to become eligible for operations.
(I accept that some of these goals may slip into year 2 but no further).
Have accountability for a significant cross-functional project at work.
Medium Term Goals (next 2 – 3 years)
Gain employers support to deploy on operations.
Complete pre-operational deployment training and deploy with affiliated Regular Battalion on operations.
Use operational experience to good effect on return to my Territorial unit.
Run a number of cross-functional project teams which gives me significant business exposure.
Be given responsibility for managing a small team of direct reports (Manager role).
Longer Term Goals (beyond 3 years)
Pass Military Knowledge 1(V) exam and attend Joint Officers Tactical Awareness Course to complete Career
Stage 1.
Gain promotion to captain and command a support weapons platoon.
At work - be given responsibility for managing a large team of direct reports/ a number of teams (Senior
Manager/ Head of role).
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
10
Part 4 – Comments by senior officer / reporting officer (1RO):
Name and rank:
Signature:
Date:
Signature:
Date:
For CMI use only – Comments by External Auditor:
Name:
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
11
This page is intentionally blank
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
12
Annex A to CMI TACC Completion Pack
REGISTRATION FOR CMI LEVEL 5 CERTIFICATE IN MANAGEMENT & LEADERSHIP
Your civilian contact details:
Title (Mr, Mrs, Ms, etc):
Surname (as it will appear on your
certificate):
Forename (as it will appear on your
certificate):
Address (including
postcode):
Email:
Daytime phone number:
Your certificate will be send to this address, so if it changes, notify Reserves Wing at Academy HQ RMAS
Date of birth:
Gender:
Male
Female
Your military details:
Rank:
Service number:
Unit:
Your military details will not be released to the awarding body without your agreement
Ethnic origin:
(for monitoring
purposes only)
White (UK heritage)
White (European)
White (other)
Indian
Bangladeshi
Pakistani
Black (African heritage)
Black (Caribbean heritage)
Black (other)
Chinese
Other / Not specified
Special learning and assessment needs:
Do you have a learning disability?
Yes/No
Do you have particular assessment
needs? Yes/No
If you answer yes to either of the above two questions, you should discuss this with Reserves Wing at Academy HQ
RMAS
Declaration: I agree to abide by the assessment regulations of the awarding body
Signature:
Date:
20130914 TACC CMI completion pack v9 SO2TrgSpt-U
13